Chasing Blue Skies

2.2K posts

Chasing Blue Skies

Chasing Blue Skies

@jseth53

Katılım Şubat 2018
770 Takip Edilen329 Takipçiler
Chasing Blue Skies
Chasing Blue Skies@jseth53·
Your kids are about to all be in school so when they are in school tell her u need to pick up your slack as u are doing everything. Threaten her with a divorce give her a reality check that she needs to bring something to the table, once she realizes the importance of losing you that might change her motivation to help out. If u have extra money u can hire a cleaning lady for two hours a day pay her 50 bucks a day to tidy up the house.
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Eliakim Art
Eliakim Art@Eliakim_Art·
😥Anonyme : Je pense à DIVORCER tous les jours depuis 2 ans, et je me déteste pour ça. J'ai 37 ans, papa de trois enfants (9, 6 et 3 ans), marié depuis 11 ans. Je travaille à l'usine en 3×8, je rentre crevé, parfois à 5 h du matin, parfois à 13 h, parfois à 21 h. Je ramène l'argent, je paye le loyer, les factures, la bouffe, les vêtements, les activités des enfants, les cadeaux de Noël. Ma femme ne travaille pas. Elle reste à la maison depuis la naissance du deuxième, et je n'ai jamais rien dit. Je trouvais ça normal : les enfants ont besoin d'une maman à temps plein. Mais quand je rentre... rien n'est fait. Les enfants sont sales, les cheveux colles, les vêtements tachés de la veille. 1/2👇🏽
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Serenity
Serenity@aleabitoreddit·
I didn't know there was a brand new bottleneck in rental cars? $CAR up 509% in 1M. Apparently, this is a short squeeze done by institutions. > SRS / Pentwater locked up over 100%+ of the supply. > 54% of the stock was sold short. > Then Pentwater executed a massive block of call options, forcing share delivery, which was nonexistent. I have no positions, but it’s fun to watch institutions fight it out. Infinite money glitch?
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Serenity@aleabitoreddit·
@88magalhaes Yeah I thought $SIVE could reach $10B in 2 years time... but maybe by next year it's a real possibility now? Markets usually look forward 12M, so if there's massive 2028 volume ramp projections, it's a possibility in 2027.
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Serenity
Serenity@aleabitoreddit·
What a crazy timeline? Today, $AMD announced it's pushing into CPO and collaborating with $GFS. This is highly bullish for $SIVE since for CPO/SiPH, it requires external laser light source. And... guess who are the two public laser suppliers in the GlobalFoundries CPO ecosystem? $SIVE (~$935m) and $LITE (~$64 billion) Sivers lasers feel like they could be everywhere now in upcoming hyperscaler CPO/1.6T deployments. So... if Sivers secures the spot to provide the laser arrays for the $AMD Instinct MI500's CPO solution in 2027. (Which seems highly possible given there’s only three laser names listed + hyperscalers like to multi-source) This might represent massive, high volume production for Sivers that markets haven't pricing in.
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Serenity@aleabitoreddit

Did $GFS give the first direct confirmation about $SIVE... As the laser supplier for their CPO / photonics ecosystem? This is explicit laser architectural inclusion vs. previous supply chain mapping with Ayar/Celestial. You get a hint of the other major players here: - $FN / $ASX for assembly - $LITE / $SIVE for lasers - $ATEYY / $KEYS for testing. There's no text-based news yet, since this was the $GFS March 2026 webinar image-based presentation. But having a <$1B company on the tiny list of laser providers next to $LITE... Quite special right?

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Chasing Blue Skies
Chasing Blue Skies@jseth53·
@MWM76 Me too man sold before it took off 🤦🏽‍♂️ all good we get the next one
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MWM
MWM@MWM76·
@jseth53 i just wish I would have made more money on it lol! Thanks $CAR
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Serenity
Serenity@aleabitoreddit·
Global Foundries photonics/CPO ecosystem list: 1. $GFS - $30.5B 2. $CDNS - $85.9B 3. $SEIGY - $217.2B 4. $SNPS - $84B 5. $KEYS - $57.3B 6. $ATEYY - $130.4B 7. RoboTechnik (ficonTEC) - $11.4B 8. $GLW - $141.2B 9. $LITE - $63.8B 10. $SIVE - $950m 11. $FN - $24.7B 12. $ASX - $63.3B For publicly traded names. Equal weighted long on the ecosystem from their presentation might not be a bad idea? I still find it funny how everything publicly listed is trading in the tens of billions. Then there's some small Swedish laser company there next to $LITE.
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Chasing Blue Skies retweetledi
Serenity
Serenity@aleabitoreddit·
Of course? When do you ever see the $MRVL and $JBL laser supplier at $700m MC? All the other laser companies like $MTSI and $LITE are in the tens of billions right now and $SIVE is ~$720m. As for $ALRIB it’s extremely rare to have $MSFT Quantum supplier as well as $IQE / Fujitsu quantum dot arm supplier at $350m mc. Important to know what you hold so you don’t need to ask these kinds of questions
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Chasing Blue Skies
Chasing Blue Skies@jseth53·
@MisterMCAP your'e best bet just buy it and forget it check your account in a year will prob be a 5x instead of looking day to day.
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Mr.MCAP
Mr.MCAP@MisterMCAP·
Some thoughts on $SIVE. Earnings in 32 days, May 20. While Im long, I think a temporary sell of could be triggered by the earnings, as a result of hyped international investors expecting a short term explosion in growth. Might even short it on earnings day, and then go back to being long.
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Moody
Moody@MoodyWriter13·
Riber’s $ALRIB production capacity is being significantly overestimated. The company is likely operating at around 50–60% utilization today. Even if QD laser demand rises sharply, which I believe is still 2–3 years away, Riber won’t be able to meet that demand. Scaling capacity takes 3–6 years (cleanrooms, skilled personnel, etc.). MOCVD ( $AIXA $VECO ) has already technically proven it can produce QD lasers. For true mass production, MOCVD is likely to capture the majority of the market over the medium term (5–6 years). Riber is unlikely to reach €90M in revenue within the next five years. Who here is willing to hold the stock for five years? No one. $AIXA, on the other hand, has made significant investments in expanding its production capacity for MOCVD over the past few years.
Serenity@aleabitoreddit

$ALRIB is starting to grow on me. First they have $MSFT Quantum as their core hyperscaler customer. Then they have Quantum Dot like QD Laser… and photonics foundries like $IQE as customers. And it’s profitable + paying dividends… And a genuine duopoly in the MBE space. And accelerating order book growth with a new breakthrough in silicon photonics machines.. I keep comparing $LWLG with stuff like Riber, then I keep thinking: Isn’t this just highly compelling at current prices?

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Moody
Moody@MoodyWriter13·
Do not buy $ALRIB Every analysis I've seen on X is more than half wrong
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Serenity
Serenity@aleabitoreddit·
@PolarizingLit People miss that it was a DUAL announcement too today with $SIVE: 1. They raised ~$13M+ from long term institutional investors (so no more balance sheet concerns). 2. Then they're pursuing US NASDAQ listing too. 50% gap up is undervaluing the news.
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Serenity@aleabitoreddit·
$SIVE executing US NASDAQ listing from Reuters. Welcome to America Sivers. I said Sivers looks like it should be valued at $2B+ soon based on today's fundamentals. And US institutions will likely be piling into the laser supplier for $MRVL and $JBL once it's on NASDAQ. This comes after a highly bullish 2.5% raise today from new "international institutional investors" to likely fund regulatory/audit requirements for the listing. "The investors in the Directed Share Issue comprise of a limited number of Swedish and international institutional and other qualified investors" We’ll likely going to see a parabolic ride up from the news. In just the last three days: -> $JBL 1.6T to use $SIVE -> $SIVE new US/international institutional investors -> $SIVE looks to be listed on NASDAQ. We're witnessing the birth of the next $LITE.
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Serenity@aleabitoreddit·
They’re still there. It’s just hard to say anything…. When all my recent thesis posts from $HPS.A, $IQE, $AXTI, $SIVE, $AAOI, $LITE, $NBIS, Win, Shunsin, $AEHR, $TSEM, $SOI, and many many others I call out. Just hard outperforms the market. Year to date of +1,116.29% isn’t too bad, right chat?
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strictrope@strictrope

@aleabitoreddit Your haters seemed to have disappeared!

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Chasing Blue Skies
Chasing Blue Skies@jseth53·
There are two likely scenarios: $SIVEF continues trading alongside the Nasdaq listing (dual listing). Many foreign companies trade on both their home exchange AND a U.S. exchange simultaneously. The OTC ticker may remain active but become much less relevant since investors would prefer the more liquid Nasdaq-listed shares. The prices would track each other closely due to arbitrage. $SIVEF gets terminated/delisted from OTC. If Sivers upgrades to a full Nasdaq listing, they would likely establish a proper ADR or direct listing program, and the OTC F-shares could be retired. If terminated, shareholders typically have a 6-month window to voluntarily convert their shares, after which the foreign shares are automatically sold and holders receive cash. Robinhood
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Chasing Blue Skies
Chasing Blue Skies@jseth53·
Great question, and the answer is really important to understand. No, $SIVEF would NOT be worthless — but here's exactly what would happen: First, Understanding What $SIVEF Actually Is $SIVEF is an "F-share" — a five-letter OTC symbol ending in "F" that represents the actual foreign ordinary shares traded on a foreign exchange (Sweden's Nasdaq Stockholm). Market makers purchase and sell these foreign ordinary shares from their own inventory to make them tradeable in the U.S. OTC market. Charles Schwab International This is different from an ADR/Y-share — it's the same underlying share, just traded domestically.
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Serenity
Serenity@aleabitoreddit·
I actually thought $SIVE should be trading at $2B+ MC today (from ~$520m) if they were listed as a US company. Not later this year. Since I’m not sure how: - $LWLG trades at 3.5x+ the valuation - packaging companies that buy their lasers trade at 5-6x their valuation. - laser companies from $MTSI to $LITE have premiums trading in the tens of billions. And Sivers are in hyperscaler supply chains through $MRVL, $JBL, O-Net, and others rather than being dependent on one customer. There’s not very many publicly listed AI DC laser companies in the world either. So either it’s a highly sought after acquisition target for $AVGO or $MRVL that want to vertically integrate upstream. Or they can pull a $LITE that went from $17->$800 and downstream TAM expansion the ELS/optical transceiver stack through IP acquisitions. Depends how ambitious the company is of course but i just don’t think anyone noticed this laser supplier in Sweden since my thesis post. Just might require a little patience for the US listing and I’m almost certain US institutions are interested like they were with $IQE. DD periods usually last a few weeks after they read my thesis but I see a clear path to $10B+ MC from here over the next few years.
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larma@larmatrade

@aleabitoreddit $SIVE is ripping today too and still have along way to go, do you still support your 2/3B MC for this year ?

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CooperBaggs 💰🍞
CooperBaggs 💰🍞@edgaralandough·
I need a Netflix series so addictive that I completely forget the outside world exists. Hit me with your best recommendations.
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Aesthetics 𝕏
Aesthetics 𝕏@aestheticsguyy·
Post a picture YOU took. Just a pic. No description
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Keşfet

@aleabitoreddit @grok @88magalhaes @itsCblast @MWM76 @MisterMCAP @AtlasShrug1 @MoodyWriter13